Nebius Group N.V. ( NBIS) just reported Q2 earnings, achieving $3.0B ARR and reaffirming a $7–$9B 2026 ARR target. The stock popped over 30% on the day, likely aided by the high amount of short ...

Not every earnings report last week told the same story, and one name in particular stood out from the rest for all the right reasons.

AI infrastructure stocks have become a strange corner of the market where a data center approval can matter almost as much as an earnings report. That makes sense when electricity and physical ...

The demand for artificial intelligence (AI) data centers is exceeding supply, which isn't surprising, as major hyperscalers ...

Shares of neocloud operators are sliding hard at midday Tuesday as investors reprice the group against a fresh set of AI spending worries and a sharp move higher in long rates. CoreWeave (NASDAQ:CRWV) ...

NBIS rated Hold after a 221% YTD rally. Review Q2 AI-cloud results, 2026 guidance, valuation risks, and execution catalysts—read now.

Goldman Sachs just projected the space economy hits $1.8 trillion by 2035, NVIDIA disclosed a $21 billion SpaceX stake, and a ...

One of the East Coast’s largest AI data center campuses won its latest approval despite controversy over noise, water use, flooding and safety.

NVIDIA's first public 13F filing surprised Wall Street with a portfolio that reads less like passive investing and more like a strategic blueprint for controlling the entire AI supply chain. Five of ...

Crusoe IPO looms after last funding round valued the AI data center developer at $10 billion. Reports suggest firm's valuation may triple.